Trillium Asset Management’s Horace Mann Educators HMN Stock Holding History

Trillium Asset Management’s Portfolio HMN Stock Details HMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-116,070	Closed	-$4.06M	–	239
2024 Q3	$4.06M	Sell	116,070 -1,405	-1%	-$48K	0.1%	149
2024 Q2	$3.83M	Buy	117,475 +7,478	+7%	+$262K	0.1%	151
2024 Q1	$4.07M	Buy	109,997 +7,543	+7%	+$267K	0.1%	143
2023 Q4	$3.35M	Buy	102,454 +5,078	+5%	+$163K	0.09%	148
2023 Q3	$2.86M	Buy	97,376 +14,285	+17%	+$415K	0.09%	149
2023 Q2	$2.46M	Buy	83,091 +1,451	+2%	+$46.1K	0.07%	150
2023 Q1	$2.56M	Buy	81,640 +2,889	+4%	+$103K	0.07%	142
2022 Q4	$2.94M	Sell	78,751 -4,953	-6%	-$187K	0.09%	141
2022 Q3	$2.95M	Buy	83,704 +3,550	+4%	+$128K	0.1%	138
2022 Q2	$3.08M	Buy	80,154 +739	+0.9%	+$28.8K	0.09%	136
2022 Q1	$3.32M	Sell	79,415 -5,149	-6%	-$207K	0.09%	143
2021 Q4	$3.27M	Buy	84,564 +6,715	+9%	+$264K	0.08%	157
2021 Q3	$3.1M	Buy	77,849 +8,890	+13%	+$353K	0.08%	152
2021 Q2	$2.58M	Buy	68,959 +7,401	+12%	+$295K	0.07%	157
2021 Q1	$2.66M	Buy	61,558 +30,312	+97%	+$1.25M	0.08%	149
2020 Q4	$1.31M	Buy	31,246 +1,244	+4%	+$47.9K	0.05%	165
2020 Q3	$1M	Sell	30,002 -13,685	-31%	-$509K	0.04%	163
2020 Q2	$1.6M	Sell	43,687 -1,045	-2%	-$36.7K	0.07%	157
2020 Q1	$1.64M	Buy	44,732 +1,273	+3%	+$52.5K	0.09%	154
2019 Q4	$1.9M	Buy	43,459 +60	+0.1%	+$2.65K	0.08%	166
2019 Q3	$2.01M	Buy	43,399 +76	+0.2%	+$3.33K	0.09%	158
2019 Q2	$1.75M	Buy	43,323 +4,342	+11%	+$170K	0.08%	167
2019 Q1	$1.37M	Sell	38,981 -1,954	-5%	-$75.6K	0.07%	174
2018 Q4	$1.53M	Sell	40,935 -47,961	-54%	-$1.9M	0.09%	163
2018 Q3	$3.99M	Buy	88,896 +3,303	+4%	+$150K	0.2%	125
2018 Q2	$3.82M	Buy	85,593 +975	+1%	+$43.2K	0.2%	123
2018 Q1	$3.62M	Buy	84,618 +10,902	+15%	+$464K	0.2%	126
2017 Q4	$3.25M	Buy	73,716 +31,480	+75%	+$1.37M	0.18%	135
2017 Q3	$1.66M	Buy	42,236 +369	+0.9%	+$13.6K	0.1%	159
2017 Q2	$1.58M	Buy	41,867 +1,348	+3%	+$51.9K	0.09%	156
2017 Q1	$1.66M	Sell	40,519 -784	-2%	-$32.9K	0.11%	150
2016 Q4	$1.77M	Sell	41,303 -27,688	-40%	-$1.08M	0.12%	145
2016 Q3	$2.53M	Sell	68,991 -12,288	-15%	-$435K	0.16%	136
2016 Q2	$2.75M	Buy	81,279 +16,707	+26%	+$543K	0.18%	139
2016 Q1	$2.05M	Buy	64,572 +130	+0.2%	+$3.99K	0.14%	141
2015 Q4	$2.14M	Buy	64,442 +13	+0%	+$444	0.14%	137
2015 Q3	$2.14M	Sell	64,429 -563	-0.9%	-$19.5K	0.15%	138
2015 Q2	$2.36M	Buy	64,992 +141	+0.2%	+$4.96K	0.15%	139
2015 Q1	$2.22M	Sell	64,851 -2,399	-4%	-$77.2K	0.14%	136
2014 Q4	$2.23M	Sell	67,250 -20,259	-23%	-$623K	0.15%	140
2014 Q3	$2.5M	Sell	87,509 -24,361	-22%	-$717K	0.22%	124
2014 Q2	$3.5M	Sell	111,870 -94,323	-46%	-$2.79M	0.3%	105
2014 Q1	$5.98M	Buy	206,193 +9,608	+5%	+$278K	0.56%	69
2013 Q4	$6.2M	Buy	196,585 +17,705	+10%	+$524K	0.61%	69
2013 Q3	$5.08M	Buy	178,880 +43,535	+32%	+$1.19M	0.57%	77
2013 Q2	$3.3M	Buy	+135,345	New	+$3.14M	0.41%	88

Other funds holding HMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Trillium Asset Management's HMN Position: Q4 2024 in Review

Trillium Asset Management sold out of Horace Mann Educators (HMN) in Q4 2024, closing a stake of 116,070 shares — an estimated $4.06M sold.

Trillium Asset Management first reported a position in HMN in Q2 2013 and held it in 46 quarters. The position peaked at $6.2M in Q4 2013. 218 funds tracked by Wall St. Rank hold HMN as of Q4 2024.

Trillium Asset Management reported no remaining Horace Mann Educators position as of Q4 2024 after selling out during the quarter.
Trillium Asset Management sold 116,070 Horace Mann Educators shares in Q4 2024, an estimated $4.06M.
Trillium Asset Management first reported a position in Horace Mann Educators in Q2 2013 and held it in 46 quarters.
Trillium Asset Management's Horace Mann Educators position peaked at $6.2M in Q4 2013.
218 funds tracked by Wall St. Rank held Horace Mann Educators as of Q4 2024.

Based on Trillium Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.